VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked September 5, 2026
Tool Comparison
Optuma vs Sharpely
Pick Optuma if
Optuma
From $810/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about correlation, something Sharpely doesn't offer
Pick Sharpely if
Sharpely
Free • Contact for pricing · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Optuma and Sharpely cover a lot of the same ground (9 shared categories, including data visualizations, stock comparison, and ETF comparison), so for the basics you won't go far wrong with either. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Optuma
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Sharpely
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Key differences at a glance
- Free plan
- Sharpely
- Free trial
- Optuma14 days
- Mobile app
- Sharpely
- Desktop app
- Optuma
- Real-time data
- Optuma
- Beginner friendly
- Sharpely
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $810/yr | Free • Contact for pricing |
Free tier | No | Yes |
Free trial | 14 days | — |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Bloomberg | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 10 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | RRG Research and Bloomberg | RRG Research |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 8 signals: Custom formulas, Ranking backtests +6 more |
| Try it | Visit Optuma | Visit Sharpely |
Where each one shines
What Optuma and Sharpely each do best.ShowHide
Where each one shines
What Optuma and Sharpely each do best.What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
What Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
Every detail we compared
Every tracked attribute for Optuma and Sharpely, side by side.ShowHide
Every detail we compared
Every tracked attribute for Optuma and Sharpely, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsMutual FundsReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | APAC |
Coverage details | Identifiers: Ticker | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Data partners | RRG ResearchBloomberg | RRG Research |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Bloomberg | Not specified |
Export formats | ImagePDF | Excel |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | $810/yr≈ $67.50/mo“Trader Services — annual renewal” | INR 599/mo“Pro — monthly” |
| Tier 2 | $75/mo“Trader Services — monthly renewal” | INR 5799/yr“Pro — annual” |
| Tier 3 | $995/yr“Trader Services — first 12 months” | INR 1299/mo“Black — monthly” |
| Top plan | — | INR 12499/yr“Black — annual” |
| Custom / enterprise | — | Contact sales“Enterprise” |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Optuma and Sharpely?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is Optuma or Sharpely free to use?
Sharpely has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Sharpely and see how far it takes you before opening your wallet.
Which is better for beginners: Optuma or Sharpely?
Sharpely is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Optuma or Sharpely on my phone?
Sharpely lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Optuma or Sharpely?
It depends on what you're after. Pick Optuma if correlation matter to you; go with Sharpely if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Optuma and Sharpely cover?
Both cover stocks, ETFs, mutual funds, and other. Optuma also handles currencies, commodities, and futures. Sharpely adds real estate on top.
Does Optuma or Sharpely have real-time data?
Optuma offers real-time data, which matters if you trade actively. Sharpely runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Optuma and Sharpely?
Sharpely exports to Excel. Optuma is stingier about getting data out.
Which has a better stock screener: Optuma or Sharpely?
Both Optuma and Sharpely include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Optuma or Sharpely?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.